CMS Module Preferences window: Custom Options tab
Use the Custom Options tab to define custom menus and reports.
Custom Menus
Use the grid to create a custom menu for any module. The menu you create will appear in the module you specify under Custom Options and can include reports, website links, checklists, or anything that would be useful to you.
Module
From the drop-down, select the module for which you want to create a custom menu. All modules are included in this drop-down regardless of whether or not you have them installed.
Category
Use this field if you want to categorize your menu options. You can enter a category name of up to 15 characters.
Menu Item Name
Type in a menu name of up to 40 characters. What you type in this field is exactly what appears on the Custom Options menu.
Location / File Name
Type the path or click the browse button to specify the path to the document or program you want to appear when you select the menu option.
Is this a URL?
Select this check box if you will use a URL to access your custom menu option. If you select this option, the Publish to Server check box will be disabled.
Publish to Server
This option is only enabled if the Is this a URL? check box is unchecked. Select this check box to publish the file attached to the custom menu option to the server for access by anyone with rights to the custom menu. If you leave this check box unchecked, only users with access to the location where the file is saved will have the ability to open the custom menu option.
Right-click menu
If you right-click in the grid you can:
• Remove from server only: select this option if you want to remove the published copy of the file from the server. The menu item will remain in the grid and will be accessible from the local location.
• Remove from grid and server: select this option if you want to delete the menu item from the grid and the server. The menu item will no longer be available.
Custom Reports
Use this grid to attach a custom report that will open directly from a Denali report window.
Report Type
Use the drop-down to select the report window to which you want to add a custom report.
• AP-Aging
• AP-Enter Bills Edit Report
• AP-Pay Bills Edit Report
• AP-Print Checks
• AP-Print Immediate Checks
• AR-Customer Statements
• AR-Dated Invoice Payment Report
• AR-Aged Analysis
• BR-Print Checks
• GL-Audit Trail
• GL-Balance Sheet Report
• GL-Budget Performance Report
• GL-Income Statement (Accounting)
GL-Revenue and Expense (Fund)
• IN-History Report
• IN-On Hand Report
• IN-On Order Report
• PO-Print Purchase Orders
• PO-Reprint Purchase Orders
• OE-Print Edit Report
• OE-Print Invoices
• OE-Reprint Invoices from History
• OE- Print Packing Slips
• OE-Picking Report
• PR-Print Checks
• PR-Print Edit Report
• PR-Employee History Report
• PR-Employee Leave Report
• PS-Print Edit Report
• SA-Profit Margin Report
• SA-Sales by Salesperson Report
Report Location
Type the path or click the browse button to specify the path to the custom report.
Report Name
Type in a report name. What you type in this field is exactly what appears in the Custom Reports drop-down in the report window.
Publish to Server
Select this check box if you want to publish the custom report to the server. If this check box is left unchecked, only those with access to the location defined in the Report Location field will be able to run the custom report.
Right-click menu
Right click in the grid to choose from these options.
• Remove from server only: select this option if you want to remove the published copy of the report from the server. The custom report will remain in the grid and will be accessible from the local location.
• Remove from grid and server: select this option if you want to delete the report from the grid and the server. The custom report will no longer be available in the report window.
• Download for editing: select this option if you need to make changes to the report and you want to download it.
Related Topics
Published date: 11/05/2021